Janne Lee is a registered investment advisor at Morgan Stanley, based in New York, NY, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 7th Floor, New York, NY, 10055
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 2 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2008 - June 2009 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
March 2004 - April 2008 · 4 yrs 1 mo
Oppenheimer & CO. INC.Broker
May 2003 - February 2004 · 9 mos
Cibc World Markets CORP.Broker
May 2002 - June 2003 · 1 yr 1 mo
National Financial Services LLCBroker
October 2001 - May 2002 · 7 mos
Csfbdirect, INC.Broker
August 2000 - August 2001 · 1 yr
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.